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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,350 | $69,541-86.6% | $59,899-84.4% | $135,380-93.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | 2.41% | 7.95%-5.5pp | 3.46%-1.1pp | 519.81%-517.4pp |
| Employer contribution / active EE | $600 | $3,236-81.5% | $2,723-78.0% | $4,779-87.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,370 | $5,737+133.0% | $3,592+272.2% | $10,828+23.5% |